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Disclosery

AZN ASTRAZENECA PLC

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ADR (common), issuer CIK 901832

1,445 managers (1,482 13F filers) reported a position in AZN shares at 2026-06-30, 806,614,410 shares in all. 267 filers opened a position and 109 filers sold out during the quarter.

Managers
1,445
13F filers
1,482
New
267
Added
520
Reduced
477
Sold out
109
Shares held by filers
806,614,410

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Sharma Maniofficer (See remarks)2026-10-06+2 A$159.8Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ATLAS CAPITAL ADVISORS INC.2,976$564K0.06%+57113F-HR/ATimeline
1248 Management, LLC2,976$564K0.22%013F-HRTimeline
Jacobi Capital Management LLC2,954$560K0.03%013F-HRTimeline
Clean Yield Group2,950$559K0.14%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,947$559K0.01%-77,88813F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,985$559K<0.01%+44713F-HRTimelineGroup
New Republic Capital, LLC2,942$558K0.13%+21913F-HRTimeline
GRANDFIELD & DODD, LLC2,935$557K0.03%-20913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,930$556K0.02%-7013F-HRTimeline
Family Capital Management, Inc.2,926$555K0.22%+35513F-HRTimeline
Ninety One SA (Pty) Ltd2,963$555K0.03%-1,07713F-HRTimeline
Spinnaker Investment Group, LLC2,899$550K0.09%+10613F-HRTimeline
McLean Asset Management Corp3,240$550K0.07%-17813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,895$549K0.02%-10413F-HRTimeline
EVERPAR ADVISORS LLC2,894$549K0.16%-7013F-HRTimeline
KINTRA WEALTH, LLC3,468$545K0.03%+85813F-HRTimeline
Breakwater Capital Group2,866$543K0.07%-3113F-HRTimeline
ANCHYRA PARTNERS LLC2,861$543K0.13%-14013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,872$542K0.01%+53813F-HRTimeline
SENTINEL TRUST CO LBA2,854$541K0.05%013F-HRTimeline
True North Advisors, LLC2,850$540K0.05%+3513F-HRTimeline
Csenge Advisory Group2,853$540K0.02%+6313F-HRTimeline
Alhambra Investment Management LLC2,840$539K0.24%+5613F-HRTimeline
Advisor Resource Council2,824$537K0.18%new13F-HRTimeline
LANARK FINANCIAL, INC.2,826$536K0.04%+1,13813F-HRTimeline
44 WEALTH MANAGEMENT LLC2,817$534K0.18%-3,71913F-HRTimeline
Gratus Wealth Advisors, LLC2,807$532K0.07%+6913F-HRTimeline
SVB WEALTH LLC2,806$532K0.03%-1313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,753$522K0.01%+56013F-HRTimeline
EWA, LLC2,740$520K0.09%+1,09713F-HRTimeline
National Philanthropic Trust2,734$518K0.01%+39313F-HRTimeline
Cornerstone Wealth Management, LLC2,730$518K0.02%+71413F-HRTimeline
PFG Investments, LLC2,725$517K0.02%+17513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,707$513K0.03%013F-HRTimeline
Signal Advisors Wealth, LLC2,706$513K0.03%+24513F-HRTimeline
Canopy Partners, LLC2,702$512K0.15%-1913F-HRTimeline
Savvy Advisors, Inc.2,691$510K0.01%+31813F-HRTimeline
IFG Advisory, LLC2,657$504K0.02%new13F-HRTimeline
SMITH, MOORE & CO.2,644$501K0.03%new13F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,635$500K0.03%+33513F-HRTimeline
Meadowbrook Advisors Group, LLC2,633$499K0.27%+75313F-HRTimeline
Archford Capital Strategies, LLC2,652$498K0.05%new13F-HRTimeline
Nilsine Partners, LLC2,617$496K0.03%+3413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,601$493K0.32%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,588$491K0.02%-1,09013F-HRTimelineGroup
SEEDS INVESTOR LLC2,548$483K0.05%-1,33113F-HRTimeline
Arista Wealth Management, LLC2,536$481K0.05%013F-HRTimeline
May Hill Capital, LLC2,535$481K0.1%-16213F-HRTimeline
Abacus Wealth Partners, LLC2,507$475K0.05%-4,00113F-HRTimeline
PAX Financial Group, LLC2,504$475K0.07%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC2,497$473K0.02%013F-HRTimeline
Hardy Reed LLC2,496$473K0.03%-613F-HRTimeline
Old Port Advisors2,493$473K0.09%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC2,491$472K0.29%+7513F-HRTimeline
Pure Financial Advisors, LLC2,475$469K0.01%+8813F-HRTimeline
Peregrine Asset Advisers, Inc.2,450$465K0.1%013F-HRTimeline
XML Financial, LLC2,449$464K0.03%-15013F-HRTimeline
Joel Isaacson & Co., LLC2,432$461K0.01%+1913F-HRTimeline
Pine Valley Investments Ltd Liability Co2,426$460K0.02%013F-HRTimeline
Astoria Portfolio Advisors LLC.2,426$460K0.08%+37613F-HRTimeline
Argent Trust Co2,421$459K0.01%-5513F-HRTimeline
Connecticut Wealth Management, LLC2,418$459K0.02%013F-HRTimeline
Visionary Wealth Advisors2,410$457K0.02%+513F-HRTimeline
Avior Wealth Management, LLC2,407$456K0.01%new13F-HRTimeline
Sageworth Trust Co of South Dakota2,405$456K0.28%new13F-HRTimeline
Optivise Advisory Services LLC2,400$455K0.23%+5013F-HRTimeline
Aptus Capital Advisors, LLC2,396$454K<0.01%-19413F-HRTimeline
Sigma Planning Corp2,391$453K0.01%-6,04313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,381$451K0.01%-45013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,383$451K0.02%+20713F-HRTimelineGroup
MW ADVISORY, LLC2,376$451K0.18%13F-HRTimeline
55 North Private Wealth, LLC2,374$450K0.09%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,373$450K0.04%013F-HRTimelineGroup
Cetera Trust Company, N.A2,369$449K0.23%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC2,359$447K0.25%new13F-HRTimeline
Aspen Grove Capital, LLC2,371$447K0.06%-15213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,355$446K0.07%-2213F-HRTimeline
Bellecapital International Ltd.2,387$446K0.07%-17413F-HRTimeline
Kondo Wealth Advisors, Inc.2,351$446K0.15%-113F-HRTimeline
Keudell/Morrison Wealth Management2,343$444K0.08%013F-HRTimeline
Braeburn Wealth Management LLC2,343$444K0.19%+7613F-HRTimeline
Hamilton Wealth, LLC2,329$442K0.08%-88013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…2,313$439K0.04%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL2,288$434K0.1%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,280$432K0.06%-48313F-HRTimeline
PRIVATE TRUST CO NA2,309$432K0.03%new13F-HRTimeline
Zhang Financial LLC2,270$430K0.01%013F-HRTimeline
XPONANCE LLC2,265$429K<0.01%-63213F-HRTimeline
Thrive Wealth Management, LLC2,264$429K0.06%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,254$427K<0.01%+33913F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP2,250$427K<0.01%-3013F-HRTimeline
Monument Capital Management2,243$425K0.09%+31513F-HRTimeline
Opal Wealth Advisors, LLC2,227$422K0.09%+2913F-HRTimeline
DeDora Capital, Inc.2,226$422K0.09%-713F-HRTimeline
CERTUITY, LLC2,430$420K0.02%-14313F-HRTimeline
Range Advisory, LLC2,207$418K0.05%+92813F-HRTimeline
GDS Wealth Management2,205$418K0.02%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,202$418K0.01%-10413F-HRTimeline
Thrive Capital Management, LLC2,189$415K0.08%-4613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,187$415K<0.01%+36513F-HRTimelineGroup
Capital Asset Advisory Services LLC2,184$414K0.01%-11913F-HRTimeline
Pines Wealth Management, LLC2,176$413K0.12%-32413F-HRTimeline
EJMK Ventures LLC2,167$411K0.19%-1,13013F-HRTimeline
Keenan, LLC2,163$410K0.29%-10313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,156$409K0.07%+32813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,152$408K0.01%013F-HRTimeline
Baker Avenue Asset Management, LP2,147$407K0.01%new13F-HRTimeline
Lynx Investment Advisory2,144$407K0.13%+89813F-HRTimeline
Frederick Financial Consultants, LLC2,144$407K0.17%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,142$406K0.02%-12613F-HRTimeline
Pointe Capital Management LLC2,170$406K0.18%-59413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,138$405K0.02%013F-HRTimeline
Heritage Family Offices, LLP2,136$405K0.16%-88813F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,136$405K0.16%-96813F-HRTimeline
Widmann Financial Services, Inc.2,132$404K0.22%-3513F-HRTimeline
SEVEN MILE ADVISORY2,129$404K0.27%+1813F-HRTimeline
Center For Asset Management LLC2,121$402K0.18%+10213F-HRTimeline
Gallacher Capital Management LLC2,120$402K0.23%-1,92313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,120$402K0.04%new13F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/2,106$399K0.03%-413F-HRTimeline
CORA CAPITAL ADVISORS LLC2,125$398K0.11%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,098$398K0.03%new13F-HRTimeline
Clearstead Trust, LLC2,089$396K0.05%013F-HRTimeline
Smithfield Trust Co2,117$396K0.02%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,093$394K0.03%new13F-HRTimelineGroup
Cypress Wealth Services, LLC2,069$392K0.05%-1413F-HRTimeline
SFG Wealth Management, LLC.2,059$390K0.14%013F-HRTimeline
Traub Capital Management LLC2,058$390K0.35%013F-HRTimeline
Foster Group, Inc.2,053$389K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton2,051$389K0.07%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,048$388K0.05%-5113F-HRTimeline
Murphy & Mullick Capital Management Corp2,047$388K0.24%013F-HRTimeline
Foundations Investment Advisors, LLC2,035$386K<0.01%+59313F-HRTimeline
Vantus Wealth LLC2,032$385K0.21%13F-HRTimeline
Cove Private Wealth, LLC2,031$385K0.07%+3113F-HRTimeline
Fairvoy Private Wealth, LLC2,027$384K0.08%-1613F-HRTimeline
Holistic Financial Partners2,026$384K0.23%+7013F-HRTimeline
Haverford Trust Co2,026$384K<0.01%-1,88813F-HRTimeline
Gotham Asset Management, LLC2,007$381K<0.01%new13F-HRTimeline
Wealth Dimensions Group, Ltd.2,002$380K0.07%013F-HRTimeline
Borer Denton & Associates, Inc.2,017$378K0.12%+39013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,995$377K0.02%new13F-HRTimelineGroup
R Squared Ltd1,987$377K0.2%-73613F-HRTimeline
Net Worth Advisory Group1,987$377K0.09%+3813F-HRTimeline
Barry Investment Advisors, LLC1,980$375K0.08%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,977$374K0.01%-37213F-HRTimeline
RiverFront Investment Group, LLC1,974$374K<0.01%+24813F-HRTimeline
AMERIFLEX GROUP, INC.1,973$374K0.15%+8913F-HRTimeline
KDT Advisors, LLC1,995$374K0.52%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC1,966$373K0.06%-3313F-HRTimeline
MEYER HANDELMAN CO1,962$372K0.01%013F-HRTimeline
SageView Advisory Group, LLC1,954$371K0.01%-813F-HRTimeline
Mesirow Financial Investment Management…1,953$370K0.01%-23013F-HRTimeline
Integrated Advisors Network LLC1,947$369K0.02%-37313F-HRTimeline
STG SECURITIES, LLC1,942$368K0.4%13F-HRTimeline
Argos Wealth Advisors, LLC1,939$368K0.1%+7213F-HRTimeline
Axis Wealth Partners, LLC1,936$367K0.18%-3413F-HRTimeline
Souders Financial Advisors1,928$366K0.04%-7713F-HRTimeline
Canal Capital Management, LLC1,927$365K0.04%-2513F-HRTimeline
First Long Island Investors, LLC1,920$364K0.03%013F-HRTimeline
Cordatus Wealth Management LLC1,920$364K0.08%+14113F-HRTimeline
Capital Investment Management, Inc.1,905$361K0.11%-3113F-HRTimeline
Rossby Financial, LCC1,904$361K0.07%-14813F-HRTimeline
Modera Wealth Management, LLC1,892$359K<0.01%+35213F-HRTimeline
Magnus Financial Group LLC1,877$356K0.03%013F-HRTimeline
DAVIS R M INC1,871$355K0.01%+15013F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,851$351K0.08%+17713F-HRTimeline
Capital Investment Advisory Services, L…1,845$350K0.02%-7213F-HRTimeline
Inscription Capital, LLC1,832$347K0.03%+65413F-HRTimeline
BridgePort Financial Solutions, LLC1,830$347K0.09%-6413F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.1,821$345K0.04%013F-HRTimeline
Hudock, Inc.1,838$345K0.04%new13F-HRTimeline
Old North State Trust, LLC1,839$344K0.18%+19713F-HRTimeline
Legacy Capital Group California, Inc.1,814$344K0.1%+3313F-HRTimeline
Davis Investment Partners, LLC1,806$342K0.1%new13F-HRTimeline
Permanens Capital L.P.1,802$342K0.04%new13F-HRTimeline
Avidian Wealth Enterprises, LLC1,798$341K0.01%-9213F-HRTimeline
PUREfi Wealth, LLC1,788$339K0.19%+51013F-HRTimeline
Veery Capital, LLC1,787$339K0.09%new13F-HRTimeline
Great Diamond Partners, LLC1,784$338K0.06%-16513F-HRTimeline
Wealth Management Associates, Inc.1,780$338K0.09%013F-HRTimeline
Triad Wealth Partners, LLC2,131$337K0.02%+17313F-HRTimeline
PFG Private Wealth Management, LLC1,770$336K0.15%+9213F-HRTimeline
Cambria Investment Management, L.P.1,762$334K0.02%new13F-HRTimeline
Cordoba Advisory Partners LLC1,758$333K0.07%new13F-HRTimeline
HighPoint Advisor Group LLC1,753$332K0.01%+18013F-HRTimeline
August Group Capital Ltd1,753$332K0.37%-21813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,751$332K0.01%-25013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,747$331K0.01%-10413F-HRTimeline
IMA Advisory Services, Inc.1,743$331K0.02%+1,23613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,766$330K0.02%+26213F-HRTimeline
Legal Advantage Investments, Inc.1,737$329K0.12%013F-HRTimeline
Klingman & Associates, LLC1,731$328K0.01%+15713F-HRTimeline
Root Financial Partners, LLC1,729$328K0.01%+8013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC1,725$327K0.09%013F-HRTimeline
Strategic Advisors LLC1,724$327K0.07%-1513F-HRTimeline
Sovran Advisors, LLC1,885$325K0.02%-94213F-HRTimeline
PFG Advisors1,713$325K0.02%-12713F-HRTimeline
Impact Capital Partners LLC1,705$323K0.09%-5113F-HRTimeline
South Street Advisors LLC1,700$322K0.04%-36213F-HRTimeline

Events

  • Sharma Mani acquired 2 AZN shares on 2026-10-06, Form 4 filed 2026-10-08. 0002122411-26-000002

    Accepted , ingested